Team works in separate lists when you sell to mortgage brokers
Does your colleague know you already called that company? Here is how people who sell to mortgage brokers fix it.
Does your colleague know you already called that company?
Each person on the team keeps a private list or sheet. Nobody sees the full picture of who was contacted and what they said.
It hits harder when you sell to mortgage brokers. Mortgage brokers are often sole traders or small firms, sometimes working under a larger network. They rely on a steady flow of referrals and leads, and they look for partners who send them clients or save time on compliance and paperwork.
Two people approach the same company and prospects notice. Knowledge walks out the door when someone leaves.
One shared database, unlimited users.
Riftjaw gives the team one shared lead database with unlimited users on an account. Everyone sees the same statuses, notes and mail history. The activities feed shows what happened recently.
- Fields that fit mortgage brokers, such as network
- Email prefixes that fit, like info@, enquiries@, hello@ and advice@
- Status, tags and a segment on every record
How to fix it in Riftjaw
- Bring the lists together. Import each team member's list into the shared database.
- Invite the team. Add colleagues to the account at no extra cost per user.
- Work from one status. Update statuses and notes so everyone sees the latest step.
Other walls when prospecting mortgage brokers
Broker lists include many advisers under the same network.
Record the network in a field and save a filter on it, so you can approach the network and the brokers differently.
Brokers ask for proof of where their details came from.
Source and date are stored on every record, and opt-outs go to a register that is always respected.
Sole traders are hard to follow up because they are with clients all day.
Open and click tracking show who engaged, so you call those first.
Fields worth recording for mortgage brokers
Add these as fields in your lead file. Any column in your import can become a field.
| Field | Why it helps |
|---|---|
| Company name | The key field. Duplicates are checked on it or on the website. |
| Website | Needed to derive an email when the export has none. |
| Network | Whether they are directly authorised or part of a network changes who decides. |
| Specialism | First time buyers, buy to let or commercial each need a different message. |
| Advisers | The number of advisers shows the size of the firm. |
| Referral partners | Existing partners show how they get their clients today. |
| Register number | A reference to their public registration, useful for checking. |
Questions people ask
Rules differ per country and depend on whether the address belongs to a business or a person. Riftjaw stores source and date per record and skips unsubscribed contacts, but check the rules for your country. This is general information, not legal advice.
Yes. Add a text field for the network and fill it on import or by hand. Then save a filter per network.
If your file has an email column, that wins. If it only has websites, tick the prefixes you want, such as info@, enquiries@, hello@ and advice@, and Riftjaw derives addresses from each domain. Derived addresses are good guesses, not verified, so start with small batches.
Yes. The Free plan runs the whole pipeline on one list with small campaigns, and you do not need a credit card. Move to Pro when you want more lists, segments and bigger campaigns.
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